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SiTime

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.2)

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.2)

Part 2 of the rebalance deepens the focus on power electronics for 800V DC architectures, sharpens photonics conviction around hybrid bonding and space optics, and refines the neocloud and software allocations toward the highest-asymmetry names in the AI value chain.

31 min read 21 Jul 2026

Notes: SiTime and the Rising Importance of Precision Timing in AI Systems

11 min read 30 Jan 2026

Notes: SiTime and the Rising Importance of Precision Timing in AI Systems

Summary * Precision timing has shifted from commodity infrastructure to a system-level constraint in AI, and SiTime sits at a critical coordination layer as compute, networking, and interconnect complexity scale non-linearly. * CED is the clear near-term growth engine, with MEMS-based timing content expanding across GPUs, NICs, switches,